Family bookkeeper needed to setup and update records

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About Us Dual‑academic household with multiple income streams (NYU, CUNY, 1099 consulting) and an active Morgan Stanley brokerage. We use QuickBooks Online but need a pro to tame the data, classify expenses, and produce a clear “Family P&L” each month. Your Mission Reconcile checking, brokerage, and two AMEX cards weekly. Tag every transaction by category, payor, and tax status (personal, Schedule C, reimbursable). Match Amazon and Apple charges to emailed receipts. Collect and file NYU‑eligible expenses; prepare reimbursement packets and send them to my assistant for further processing Produce a one‑page monthly dashboard (P&L, cash flow, burn rate) and a tidy year‑end package for our CPA. Coordinate with our virtual assistant; escalate only what needs our eyes. What You Bring 3 + yrs hands‑on QuickBooks Online for families or small firms. Comfort with 1099 vs W‑2 payroll, Schedule C deductions, and basic investment accounting. Proven eye for detail—zero uncategorized transactions at month‑end. A U.S.‑based SSN/EIN (background check required).

Keyword: Data Processing

Price: $35.0

Budget Management Bank Reconciliation Accounting Software Intuit QuickBooks Bookkeeping Accounting Basics